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Samuel T Harmeyer

Annex Wealth Management, LLC

Brookfield, WI

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Current Employers
Annex Wealth Management, Llc

17950 W. Corporate Drive Suite 300, Brookfield, WI 53045 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-03-31
  • WI RA
    APPROVED
    Since 2025-03-31

Branch Locations

17950 W. Corporate Drive Suite 300, Brookfield, WI 53045 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Franklin Little League Franklin WI 05/2016 08/2017
Davis Property Care Franklin WI 08/2017 05/2018
Carroll University Waukesha WI 09/2016 02/2018
Robert W. Baird Milwaukee WI 05/2018 04/2019
Uber Milwaukee WI 04/2019 06/2019
Us Bancorp Global Fund Services Milwaukee WI 06/2019 12/2020
Lincoln Financial Advisors Milwaukee WI 01/2021 05/2024
Lincoln Financial Distributors, Inc. Fort Wayne IN 05/2024 03/2025
Annex Wealth Management, Llc Brookfield WI 03/2025 Present
  • 05/2016 → 08/2017
    Franklin Little League
    Franklin, WI
  • 08/2017 → 05/2018
    Davis Property Care
    Franklin, WI
  • 09/2016 → 02/2018
    Carroll University
    Waukesha, WI
  • 05/2018 → 04/2019
    Robert W. Baird
    Milwaukee, WI
  • 04/2019 → 06/2019
    Uber
    Milwaukee, WI
  • 06/2019 → 12/2020
    Us Bancorp Global Fund Services
    Milwaukee, WI
  • 01/2021 → 05/2024
    Lincoln Financial Advisors
    Milwaukee, WI
  • 05/2024 → 03/2025
    Lincoln Financial Distributors, Inc.
    Fort Wayne, IN
  • 03/2025 → Present
    Annex Wealth Management, Llc
    Brookfield, WI
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-02-04
  • S63 Uniform Securities Agent State Law Examination
    2021-02-04
Designations

View on SEC IAPD

Other Firms

RBC CAPITAL MARKETS, LLC
MARINER
M HOLDINGS SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
ENTASIS ASSET MANAGEMENT LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WHN INVESTOR SERVICES, INC.

Other Investors

DEANNE E PHILLIPS
MATTHEW ROSS KRENKE
Eric Gustav Strom
Thomas James Berkholtz
Heather Christine Shutta
Jeffrey Lynn Stanich
Clayton Joel Beilfuss
Logan Alexander Kepler

Other Offices

RBC CAPITAL MARKETS, LLC · BROOKFIELD, WI
MARINER · BROOKFIELD, WI
M HOLDINGS SECURITIES, INC. · Brookfield, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Brookfield, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Brookfield, WI
ENTASIS ASSET MANAGEMENT LLC · Brookfield, WI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BROOKFIELD, WI
WHN INVESTOR SERVICES, INC. · BROOKFIELD, WI

More in Brookfield, WI

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